Point User Guide 497
Builder report 366
building conditions
in report templates
381
in templates 389
operator definitions 381, 389
Business Analysis Report (Banker with Excel),
description
372
Business Analysis Summary report 366
business net worth 108
business owner
entering in loan application
108
net worth in loan application 108
Business Summary Report 366, 371, 373, 374
Business Summary Report (with Excel),
description
371
buttons
FHA/VA loan
29
in banker screen 25
in Fannie Mae 339
in Truth-In-Lending screen 33
loan application 29
marketing functions 31
Mortgage Loan Disclosure Statement (MLDS),
described
33
verification screens 34
View LP Feedback 349
buydown rate, specifying 135
C
CA Fair Lending Notice Disclosure 137
calculating
aggregate escrow account payments
168
document due date based on event 217
final gain or loss on loan sale 242
gain or loss on loan sale 240
miscellaneous item due date based on event
219
mortgage insurance 170
payment schedule, TIL 136
up-front funding fees 170
calculations, statutory required 182
California Fair Lending address, specifying 41
Calyx training information xiii
Cardex database 443
advanced search 448
copying entries 447
creating categories 444
deleting entries 447
entering data 445, 446
importing outlook contacts 453
printing
detail format
449
summary format 449
searching for records 448
sorting 447
transferring contact entries from a loan file
451
transferring data to a loan file 451
cars, entering as assets in loan application 108
Cash Flow Analysis (1084) 155
cash-to-close
refinance
415
statement, creating 414
certificate, obtaining 303
change application directory location
(WINPOINT)
9
change data directory location (PNTDATA) 9
change default DOS directory 61
change name 203, 410
change template directory location (PNTTEMPL)
9, 478
changing entered by name 410
changing form sequence on shortcut toolbar 60
changing stored by name 203
checking account, entering in loan application
107
checking borrower status from remote location
55
checking service request status 303
child support, liability 111
CHUMS 177, 187
city, county, and state fields, automatically
populating
65
client installation parameters 11
client update 14
Closed and Funded report 366
Closing 355
closing cost scenario templates 355
creating 355
editing 355
saving 355
Closing Costs & Prepaid Items Summary, GFE 125
closing costs, estimated 126
closing documents
checking order status
310
correcting submission errors 313
data analysis, viewing 314
e-delivery 311
ordering 307, 310
printing 304, 312
providing vendor-specific data 313
re-ordering 310
retrieving 304
saving provider password 309
specifying investors and products 308
viewing 304, 312
closing loans
request documents
253
select products 253
closing tasks 431
CLTV 288
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